Duration 1 Days 6 CPD hours This course is intended for This course is intended for: Developers System Administrators Solutions Architects Overview This course is designed to teach you how to: Design a microservices-based architecture that uses containers Use Amazon ECS to run and scale a microservices-based application Integrate Amazon ECS with other AWS services Running Container-Enabled Microservices on AWS is designed to teach you how to manage and scale container-enabled applications by using Amazon Elastic Container Service (ECS). This course highlights the challenges of running containerized applications at scale and provides guidance on creating and using Amazon ECS to develop and deploy containerized microservices-based applications. In the hands-on lab exercises you will use Amazon ECS to handle long-running services, build and deploy container images, link services together, and scale capacity to meet demand. You will also learn how to run container workers for asynchronous application processes. Module 1a: Overview of Microservices on AWS Welcome to Simple Mustache Service! The monolith What are microservices? How to implement a microservices infrastructure The six principles of microservices Module 1b: Containers and Docker Introduction to containers Comparing virtual machines with containers Docker Running containers Storing container images Hands-on lab: Building and running your first container Module 2: Continuous delivery for container-based microservices Compare and contrast different software development cycles Use AWS CodePipeline to code, build, and deploy a microservice Use AWS CodeCommit as a source control service Use Jenkins to perform a Docker build Use Postman to run and test microservices Use AWS CloudFormation to provision and deploy microservices Hands-on lab: Using the Amazon ECS Service Scheduler Module 3: High availability and scaling with Amazon Elastic Container Service High availability Cluster management and scheduling Monitoring Scaling a cluster Scaling services Hands-on lab: Continuous delivery pipelines for container-based microservices Module 4: Security for container-based microservices Implement security Apply best practices Automate security Evaluate compliance requirements Embed security into the CI/CD Hands-on lab: Extending Amazon ECS with Service Discovery and Config Management Additional course details: Nexus Humans Running Container Enabled Microservices on AWS training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward. This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success. While we feel this is the best course for the Running Container Enabled Microservices on AWS course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you. Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.
Duration 5 Days 30 CPD hours This course is intended for This course is intended for individuals who need to manage instances of Salesforce Sales Cloud©. Target students have Sales Cloud user skills and are often existing Sales, Administrative, or Operations support employees, IT employees who are given the additional responsibilities of Salesforce.com© system administration, or external consultants who have been engaged to provide administrative support for an organization.This course can also be an important component of preparing for the Salesforce Certified Administrator exam for students who are seeking the Salesforce Certified Administrator certification. Overview In this course, students will perform the basic skills required of a typical Salesforce system administrator.Students will:- Describe basic concepts related to Salesforce administration.- Set up an organization.- Manage user accounts.- Implement security controls.- Configure the Salesforce Classic user interface.- Support the Lightning Experience user interface.- Customize pages.- Manage Opportunities.- Implement additional Opportunity features.- Implement data validation and workflows.- Manage Leads.- Manage Accounts.- Manage Contacts.- Manage Campaigns.- Manage Cases.- Manage custom objects.- Manage data.- Configure views, reports, and dashboards.- Integrate and extend Salesforce. In this course, students will identify information about the five native business processes every company can manage using Salesforce, regardless of the License Edition. Students will also gain insight into each of the functional groups of users (Inside Sales, Outside Sales, Marketing, Customer Support, and Management), and they will establish patterns of critical thinking that can help them to ensure that they are indeed taking the right approach and providing the necessary support for each request they receive. Introduction to Salesforce Administration The Salesforce Data Model SMART Administration Principles Setting Up an Organization Manage the Company Profile Configure Organizational Settings Managing User Accounts Create User Accounts Manage Users Implementing Security Controls Salesforce Security Essentials Configure Profiles Establish Organization-Wide Sharing Defaults Configure Roles Create Sharing Rules Perform a Health Check Configuring the Salesforce Classic User Interface Configure User Interface Settings Customize the Home Page in Salesforce Classic Configure Search in Salesforce Classic Supporting the Lightning Experience User Interface Implement Lightning Experience Customize Lightning Experience Home Pages Customizing Pages Create Page Layouts in Salesforce Classic Customize Record Pages in Lightning Experience Introduction to Opportunity Management Opportunity Management Essentials Design and Implement Opportunity Fields Design and Implement Opportunity Stages Design and Implement Opportunity Contact Roles Design and Create Opportunity Record Types Implementing Additional Opportunity Features Implement and Maintain Opportunity Products and Price Books Implement the Similar Opportunities Function Implement Opportunity Teams Create a Big Deal Alert Implementing Data Validation and Workflows Create and Test Validation Rules Create and Test Workflows Managing Leads Lead Management Essentials Design and Implement Lead Fields Design and Implement Custom Lead Sources Design and Implement Web-to-Lead Forms Design and Implement Lead Assignment Rules Managing Accounts Design an Account Management Model Implement an Account Management Model Managing Contacts Design a Contact Management Strategy Implement a Contact Management Strategy Managing Campaigns Prepare for Campaign Management Administer a Campaign Management Strategy Managing Cases Case Management Essentials Design and Implement Case Fields Design and Implement Case Origins Automate Case Management Providing Apps and Custom Objects Supply Apps in Salesforce Classic Supply Apps in Lightning Experience Managing Data Data Management Essentials Import and Update Data Back Up and Restore Data Configuring Views, Reports, and Dashboards Create Views Create and Manage Reports Create and Manage Dashboards Integrating and Extending Salesforce Integrate Salesforce and Outlook Implement Salesforce1 Implement SalesforceA Additional course details: Nexus Humans Salesforce.com - Sales Cloud Administration Essentials training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward. This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success. While we feel this is the best course for the Salesforce.com - Sales Cloud Administration Essentials course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you. Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.
Duration 3.75 Days 22.5 CPD hours This course is intended for New systems administrators Overview When you complete this course, you will be able to:Customize your application, including page layouts, fields, tabs, and business processes in Lightning Experience.Learn how security settings created in Salesforce Classic are applied in Lightning.Maintain and import clean data in Lightning.Use Lightning features to create high-value reports and dashboards.Understand how workflow automation complies with Lightning This course is the core training that ensures your success with Salesforce Lightning. It?s a must for new administrators, and we recommend completing this course before starting a Salesforce deployment or when taking over an existing deployment. Getting Around the App Data Model and Navigation Lightning Experience Help & Training Getting Your Organization Ready for Users Setting Up the Company Profile Configuring the User Interface Setting Up Activities and Calendars Configuring Search Settings Setting Up Chatter Groups Mobile Access with Salesforce1 Setting Up & Managing Users Managing User Profiles Managing Users Setting Up Chatter Free Users and Invites Troubleshooting Login Issues Security & Data Access Restricting Logins Determining Object Access Setting Up Record Access Creating a Role Hierarchy Dealing with Record Access Exceptions Managing Field-level Security Object Customizations Administering Standard Fields Creating New Custom Fields Creating Selection Fields: Picklists and Lookups Creating Formula Fields Working with Page Layouts Working with Record Types and Business Processes Maintaining Data Quality Managing Data Import Wizards Data Loader Data.com Mass Transfer Backing Up Data Mass Delete and Recycle Bin Reports & Dashboards Running and Modifying Reports Creating New Reports with the Report Builder Working with Report Filters Summarizing with Formulas and Visual Summaries Printing, Exporting, and Emailing Reports Building Dashboards Automation Email Templates Workflow Rules Process Builder Lead Automation Managing the Support Process Managing and Resolving Cases Customizing a Support Process Automating Support Understanding the Salesforce Console for Service Collaborating in the Service Cloud Analyzing Support Data Additional course details: Nexus Humans Salesforce Administration Essentials for New Admins in Lightning Experience (ADX201) training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward. This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success. While we feel this is the best course for the Salesforce Administration Essentials for New Admins in Lightning Experience (ADX201) course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you. Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.
Duration 2 Days 12 CPD hours This course is intended for This course is intended for Business Leaders, including managers/supervisors in the following roles: Developer Architect Video Operator Overview In this course, you will learn to: Articulate the essential terms and concepts fundamental to video compression and distribution Describe the four fundamental stages of video streaming workflows: ingest, process, store and deliver Explain the importance of security in the AWS Cloud and how it is applied in video streaming workflows Analyze video streaming workflow diagrams using AWS services, based on simple to complex use cases Describe some of the key variables that influence workflow decisions Recognize how other AWS services for compliance, storage, and compute, interact with AWS Media Services in video streaming workflows and the functions they perform Describe strategies to test or prototype workflows to mitigate risk and cost impacts and optimize video streaming workflows Use the AWS Management Console to build and run simple video streaming workflows for live and video-on-demand content Recognize the automation and data analytics available for Media Services when used with AWS AI and explore media-specific use cases for these services Identify the next steps in exploring migration to the cloud for one or more Media Services This course covers the media and cloud fundamentals that will empower you to develop a cloud migration strategy for media workflows in support of business goals. The course covers important concepts related to video processing and delivery, the variables that can impact migration decisions, and real-world examples of hybrid and cloud use cases for AWS Media Services. It also introduces security, artificial intelligence, and analytics concepts to help you consider how AWS Media Services fit into your overall cloud strategy. Module 1: Important video concepts Video Metrics Video Compression Video Distribution Major Protocols Used in Video Streaming Module 2: Anatomy of streaming workflows Ingest Process Store Deliver Module 3: Using AWS services in media workflows video-on-demand (VOD) Introduction to AWS Media Services Security Variables Impacting Workflow Design VOD Simple Use Cases VOD Advanced Use Cases Lab 1: Build and run a simple video streaming workflow for VOD content Module 4: Using AWS services in media workflows live streaming Challenges of Live Streaming Live Streaming Simple Use Cases Live Streaming Advanced Use Cases Lab 2: Build and run a simple video streaming workflow for live content Module 5: Optimizing Workflows Cost Considerations Mitigating Risk Monitoring and Automation Exploring Migration Options Additional course details: Nexus Humans AWS Media Essentials for IT Business Decision Makers training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward. This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success. While we feel this is the best course for the AWS Media Essentials for IT Business Decision Makers course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you. Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.
Duration 5 Days 30 CPD hours This course is intended for This course is designed for API developers. Overview Configure services in Cloud Manager for an on-premises installation of API Connect Create a catalog and Developer Portal Create consumer and provider organizations Create, test, and publish SOAP, REST, and GraphQL APIs Create message processing policies that transform API requests and responses Authorize client API requests with security definitions Enforce an OAuth flow with an OAuth 2.0 API security provider Perform advanced testing of APIs by using the Test tab and the Local Test Environment Define products and plans in API Manager Stage, publish, version, migrate, deprecate, and retire products and APIs Manage member roles and permissions in the Developer Portal Create an application and subscribe to a plan Review API analytics in the Developer Portal Review analytics dashboards and visualizations in API Manager Customize the Developer Portal This course teaches you how to configure a newly built API Connect 10 environment. You are taught how to configure a catalog with the gateway, portal, and analytics services and set up the environment for API development. You then define API interfaces according to the OpenAPI specification. You build SOAP and REST based APIs along with a GraphQL API. You assemble message processing policies and define client authorization schemes, such as OAuth 2.0, in the API definition. You verify the proper sequencing of policies in the assembly tester and further test your APIs in the new Test tab and Local Test Environment. After building and testing your APIs, you publish them and make them available on the Developer Portal. You manage all aspects of the provider organization in the API Manager user interface to create, publish, version, and retire API artifacts such as products, plans and APIs themselves. You also learn how to manage consumer organizations who use the APIs that are made available on the Developer Portal. You learn how to add members to the consumer organization that provides access to the APIs on the Developer Portal. You learn how the layout of the Developer Portal can be customized. Finally, you call the APIs on the secure gateway and you view the graphs and metrics of API usage. Course Outline Introduction to IBM API Connect V10 Exercise: Reviewing the API Connect development and runtime environments Managing catalogs and organizations Exercise: Managing catalogs and consumer organizations Defining APIs in API Manager Exercise: Defining an API that calls an existing SOAP service Defining a REST API in API Manager Exercise: Defining a REST API from a target service Assembling message processing policies Exercise: Assembling message processing policies Declaring client authorization requirements Creating an OAuth 2.0 provider Exercise: Implementing OAuth 2.0 security Testing and debugging APIs Exercise: Introduction to the Test tab Creating and testing a GraphQL API Exercise: Creating and testing a GraphQL API Testing an API in the Local Test Environment Exercise: Testing an API in the Local Test Environment Publishing and managing products and APIs Exercise: Define and publish an API product The product lifecycle Exercise: Subscribing and testing APIs in the Developer Portal Exercise: Managing and approving API Products Subscribing and testing APIs in the Developer Portal API Analytics Exercise: Calling an API on the gateway and monitoring API usage Customizing the Developer Portal Exercise: Customizing the Developer Portal Additional course details: Nexus Humans WD515G Create, Secure, and Publish APIs with IBM API Connect 10 training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward. This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success. While we feel this is the best course for the WD515G Create, Secure, and Publish APIs with IBM API Connect 10 course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you. Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.
Duration 1 Days 6 CPD hours This course is intended for This class is designed for experienced administrators who are responsible for setting up, configuring, and managing Experience Cloud Sites in their organization. As a Salesforce Administrator, you should have a solid understanding of Salesforce functionality and concepts, and at least 6 months of experience using Salesforce. Overview Enable Digital Experiences in your organization. Describe the capabilities of sites and how they work. Create a new Experience Cloud Site for partner sales. Create an Experience Cloud Site for self-service support. Measure a site's success using dashboards. Keep the site active and engaged with native tools. Connect with your employees, customers, and partners using Experience Cloud Sites. In this 1-day class, you?ll discover how to build a branded space where you can share information and collaborate with people who are key to your organization. Our Salesforce experts will walk you through how to enable Digital Experiences in your organization, create sites for partners and customers, and measure and drive audience participation. This class also provides an overview of the Salesforce Experience Cloud Consultant certification exam objectives to help support you on your journey toward earning your credential. Exam Overview Review Exam Topics Review Exam Logistics Digital Experiences Get to Know Experiences Understand How Sites Work Implement Digital Experiences Understand Deployment Types Build Partner Sites Leverage Experience Builder Templates to Quickly Build Sites Security and Customization Understand Site Limits, Licensing, and Users Create and Customize Your Sites with Experience Builder Enable Experience Cloud for Mobile Serve International Audiences with Multilingual Sites Self-Service Sites Understand Self-Service/Public Site Functionality Go Further with Experience Builder Classify Articles, Questions, and Ideas with Data Categories and Knowledge Build a Site Using the Customer Service Template Add CMS Content to Your Site Build Responsive Sites with Experience Builder Templates Success Metrics Measure Success Install Dashboards and Insights from the AppExchange Site Engagement Drive Engagement Moderate Sites Recognize and Reward Member Participation with Reputation Highlight Topic Experts with Knowledgeable People Additional course details: Nexus Humans Salesforce Create and Manage Experience Cloud Sites (ADX271) training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward. This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success. While we feel this is the best course for the Salesforce Create and Manage Experience Cloud Sites (ADX271) course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you. Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.
Duration 5 Days 30 CPD hours This course is intended for This class is ideal for experienced Salesforce Administrators, business analysts, and implementation specialists looking to gain a greater technical understanding of Salesforce CPQ Administration. It's also designed for experienced administrators, solution architects, implementation consultants, and developers looking to understand the full capabilities of Salesforce CPQ in order to formulate solutions for their business. This class is also a great foundation builder for anyone looking to earn the Salesforce CPQ Specialist credential. Overview When you complete this course, you'll be able to: Set Up Products, Bundles, and Product Rules Build Price Rules to Automatically Populate Field Values While Quoting or Configuring a Bundle Set Up Appropriate System Discounts and Pricing Methods Configure Dynamic Output Document Generation Manage Subscription Products (Including the Processes for Renewing and/or Amending Them) Formulate Sound Solutions to Common CPQ Business Requirements Make Significant Progress in Preparing for the Salesforce Certified CPQ Specialist Exam Discover how to configure an end-to-end Salesforce CPQ solution with out-of-the-box functionality. In this 5-day class, our CPQ experts will give you an in-depth look at Salesforce CPQ and its applications. You?ll learn how to set up and manage products, configure discount and pricing methods, create and manage subscriptions, and formulate solutions to meet common CPQ business requirements so you can successfully implement a Salesforce CPQ solution for your company. Course Introduction Review Course Objectives Set Learner Expectations Review Housekeeping Rules Explore Additional Course Resources Review Exam Quick Facts Introduction to CPQ Understand the Business Case for CPQ Watch an End-to-End Solution Demo Build a Quote Object Model Foundations Get Familiar with Products, Price Books, and Price Book Entries Review Product Fields Integral to Basic Salesforce CPQ Functionality Product Selection Modify Out-of-the-Box Button Behavior for Product Selection Review Guided Selling Bundle Configuration Define and Build Product Bundles Enforce Business Logic with Product Features Option Selection Guidelines Enforce Business Logic with Option Constraints Product Rules Define Product Rules Enforce Business Logic with Product Rules (Including Validation Rules, Alert Rules, Selection Rules, and Dynamic Bundles) Build Product Rules Using Supporting Objects (Including Error Conditions, Product Actions, Summary Variables, Configuration Rules, and Configuration Attributes) Pricing Methods Discover Pricing Waterfall Default Flows Review List Pricing, Cost Plus Markup, and Block Pricing Use Contracted Pricing for Negotiated Prices Subscription Pricing Configure Subscription and Proration Pricing Methods Understand How Subscription Pricing Methods Affect List and Regular Price Discounting Compare Discounting Strategies Build a Discount Schedule Price Rules Set Values for Quote and Quote Line Fields Declaratively Review CPQ Advanced Quote Calculator Calculation Events and Conditions Understand Price Action Sources (Including Static Values, Summary Variables, Formulas, and Lookup Tables) Create Lookup Queries to Outsource Evaluation to a Lookup Object Advanced Approvals Compare and Contrast the Advanced Approval Package Versus Native Approvals Define Approvers, Approval Chains, Approval Variables, and Approval Rules to Meet Specific Business Requirements Quote Templates Generate Dynamic Output Documents Create Conditional Template Content Localization and Multicurrency Make Accommodations for Localization Define Localization and How It Works in CPQ Orders Review Business Purposes of an Order Define the Data Model for Orders Define Data Requirements to Generate Orders Contracts, Renewals, and Amendments Generate New Contracts to Manage Active Subscriptions Related to an Account Review Amendment and Renewal Processes Review Renewal Pricing Methods Capstone Class Project: Troubleshoot Common Scenarios in Salesforce CPQ Design a Solution
Duration 5 Days 30 CPD hours In this course, you?ll learn how to program Lightning Web Components with markup, JavaScript, CSS, Apex, and the Salesforce Lightning Design System (SLDS). Additional course details: Nexus Humans Salesforce Programming Lightning Web Components (DEX602) training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward. This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success. While we feel this is the best course for the Salesforce Programming Lightning Web Components (DEX602) course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you. Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.
Duration 3 Days 18 CPD hours This course is intended for This course is designed for Pardot Marketers and Salesforce Administrators responsible for designing, building, and implementing marketing workflows and reports in the Pardot Lightning App. It's also for Business Users looking to learn more about the Pardot Lightning App. This course is a great foundation builder for anyone looking to take the Salesforce Pardot Specialist Certification Exam. Overview When you complete this course, you will be able to: Enable the Pardot Lightning App. Explain the relationship created between Pardot and Salesforce once the Pardot Lightning App has been enabled. Generate leads with Pardot Lightning App's various lead generation tools including forms, landing pages, and custom redirects. Manage leads with Pardot Lightning App's lead management tools including page actions, automation rules, segmentation rules, dynamic lists, and completion actions. Engage leads with Pardot Lightning App's lead engagement tools including email, personalization, dynamic content, and Engagement Studio. Qualify leads with Pardot Lightning App's scoring and grading functionality. Interpret data generated via Pardot Lightning App's reporting capabilities. Design and execute successful end-to-end marketing workflows using the Pardot Lightning App. Discover how to drive more qualified leads, nurture prospects through the sales cycle, and sell more effectively using the Pardot Lightning App. In this 3-day class, Pardot experts will show you how to design and implement marketing workflows in the Pardot Lightning App to make data-driven decisions and drive your company?s business forward. Learn how to create and automate dynamic emails, generate and qualify leads, and leverage reports and data to boost sales. Course Introduction Review Course Objectives Set Learner Expectations Review Housekeeping Items Review Additional Course Resources Explore Course Case Study Salesforce Integration Understand the Pardot-Salesforce Relationship Sync Data Between Salesforce and Pardot Enable the Pardot Lightning App in Salesforce Create Custom Fields Review Salesforce Campaigns Administration Create a Pardot Dashboard Authenticate Your Email Sending Domains Sync with Third-Party Applications Using Connectors Restore Assets from the Recycle Bin Create and Assign Users and User Groups Understand Usage Governance Visitors and Prospects Understand Pardot Visitors Understand Pardot Prospects List Management Create List Types Organize Prospects Using Static Lists Test Emails Using Test Lists Personalization and Email Marketing Personalize Your Emails with HML and Advanced Dynamic Content Automate Email Marketing Create Email Templates See What Works Best for Your Audience Using AB Testing Track Email Performance Using Email Reports Forms and Landing Pages Capture Leads with Forms Convert Visitors to Leads Using Landing Pages Track Leads with Forms and Landing Page Reports Track Clicks Using Custom Redirects Create Custom Redirect Reports Lead Management Trigger Page Actions Automate Actions from a Marketing Element Using Completion Actions Create a List of Prospects and Apply a Segmentation Action Using Segmentation Rules Create Repeatable, Criteria-Based Automation Rules Create Dynamic Lists Choose an Automation Tool Lead Qualification Understand Prospect Scoring Grade Prospects Based on Profiles Lead Nurturing Build an Engagement Program Create Engagement Program Reports Additional course details: Nexus Humans Salesforce Drive Sales with the Pardot Lightning App (PDX101) training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward. This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success. While we feel this is the best course for the Salesforce Drive Sales with the Pardot Lightning App (PDX101) course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you. Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.
Duration 3 Days 18 CPD hours This course is intended for This class is ideal for business users - the people who need to learn what's possible with Salesforce functionality across the suite of products, but aren't necessarily responsible for managing the application. If you're a customer service manager, business executive, business operations manager, sales operations manager, or any other operations, management, or process analysis 'super user,' this class is just what you need to better understand the business value of the Salesforce Platform. Overview Describe the primary business value of each major Salesforce Cloud. Manage users and data. Manage basic org configuration. Create email templates. Create reports and dashboards. Apply and champion Chatter. Understand the Salesforce implementation and maintenance lifecycle. Extend Salesforce functionality beyond basic configuration. Explore what?s possible with Salesforce. In this 3-day class, our Salesforce experts will walk you through the Salesforce Platform, its specific applications, and their business values and benefits. Familiarize yourself with Salesforce Cloud, and learn about platform features and processes to more effectively support day-to-day Salesforce operations within your organization. Through interactive lectures, discussions, and hands-on exercises, you?ll recognize the core elements of the implementation lifecycle, the key considerations to drive user adoption, and the important components of ongoing management of your Salesforce environment. Introduction Understand How Salesforce Works Explore Salesforce Applications Review Salesforce Organization Data Access and Security Control Org Access Manage Who Views and Modifies Objects Unlock Access to Records Share Access to Records Lock Down Individual Fields User Management and Troubleshooting Create New Users Troubleshoot Login, Record Access, and Field Visibility Issues Salesforce Customizations Think About Your Implementation Explore Custom Fields, Picklists, Page Layouts, and Record Types Create Email Templates Business Processes Automation Review Validation Rules Review Assignment and Escalation Rules Review Web-to-Lead and Entitlements Review Lightning Process Builder and Workflow Review Approval Processes and Visual Workflow Reports Explore the Reports Tab, Folders, and Formats Explore the Report Builder Summarize Your Data Dashboards and Data Insights Get More Insight from Your Data Visualize Your Data with Dashboards Create Your Analytics Strategy Everyday Salesforce Collaborate with Chatter, Groups, and Communities Share Feedback with Chatter Answers and Ideas Go Mobile with Salesforce1 Make Salesforce Part of Your Day Data Management Create a Data Migration Strategy Ensure Data Quality Extending Salesforce Drive a Salesforce Implementation Customize Salesforce Using Custom Objects, Apps, and the Salesforce AppExchange Build It Yourself Wrap-up and Certification Review the Certification Process and Resources